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Top Stories in Retirement

Four tips to help clients take control of their retirement

There has been much doom and gloom surrounding the discussion of retirement in Canada recently.

Know what your travel insurance covers

Susan Goldberg examines the fine print of travel insurance policies for Snowbirds.

Not your grandmother’s retirement living

By 2051, retirees are expected to represent a quarter of Canada’s entire population, and by 2030, roughly 80% of new housing demand will come from…

  • By: Staff
  • September 22, 2016 September 6, 2018
  • 12:29

Retirement lessons from Olympians

What clients can learn from Penny Oleksiak and Michael Phelps.

Spot the signs of incapacity

What to do before and when your client can no longer make decisions.

Ailing parents need their children’s help

Toronto-based couple is considering moving closer to either set of their elderly parents

How to retire after a mid-50s marriage

A couple in their mid-50s are planning to retire, but they're also engaged to be married.

  • By: Staff
  • September 1, 2016 September 6, 2018
  • 00:00

5 issues that will impact retirement plans

For most clients, building personal wealth is the cornerstone of any plan to achieve a happy, healthy retirement.

Tips for assessing capacity

Can your client still make financial decisions? In the first of a two-part series, Susan Goldberg discusses red flags that might signal diminished capacity.

Raise retirement age to 69, says Germany’s central bank

Germany's central bank argues the country's retirement age should be raised by another two years.

Help clients find purpose in retirement

A new book advocates re-balancing work and leisure in order to create a low-stress, sustainable lifestyle.

  • By: MoneySense
  • August 3, 2016 September 6, 2018
  • 00:00

Should my client work part-time in retirement?

If your client is wondering whether to work part-time in retirement, the short answer is yes.

  • By: Staff
  • July 28, 2016 September 6, 2018
  • 00:00

What kind of retiree is your client?

Without a context for the money, a financial retirement plan has less value, says Susan Goldberg.